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Essential Utilities

676 hedge funds and large institutions have $8.18B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 278 increasing their positions, 200 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1.38% less ownership

Funds ownership: 79.91%78.53% (-1.4%)

6% less capital invested

Capital invested by funds: $8.7B → $8.18B (-$522M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
676
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.5M
Puts
$5.67M
Net Calls
Net Calls Change

Top Buyers

1 +$93.4M
2 +$57.2M
3 +$44.4M
4
Millennium Management
Millennium Management
New York
+$27.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$25.8M

Top Sellers

1 -$371M
2 -$58.7M
3 -$44.3M
4
Fidelity International
Fidelity International
Bermuda
-$24.7M
5
ACG
Aventail Capital Group
New York
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
26
Fidelity International
Bermuda
$65.3M
Empower Advisory Group
27
Empower Advisory Group
Colorado
$63.5M
Allianz Asset Management
28
Allianz Asset Management
Germany
$61.2M
UBS Group
29
UBS Group
Switzerland
$57.7M
Bank of America
30
Bank of America
North Carolina
$49.6M
Balyasny Asset Management
31
Balyasny Asset Management
Illinois
$47.2M
EIP
32
Epoch Investment Partners
New York
$44M
Point72 Asset Management
33
Point72 Asset Management
Connecticut
$42.8M
Franklin Resources
34
Franklin Resources
California
$42.7M
Fidelity Investments
35
Fidelity Investments
Massachusetts
$37.4M
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$37.3M
AAMU
37
AEGON Asset Management (UK)
United Kingdom
$33.4M
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$32.4M
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$31.9M
ProShare Advisors
40
ProShare Advisors
Maryland
$30.9M
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$29.9M
Millennium Management
42
Millennium Management
New York
$29.6M
Swiss National Bank
43
Swiss National Bank
Switzerland
$29.4M
GKIM
44
GW&K Investment Management
Massachusetts
$26.6M
AQR Capital Management
45
AQR Capital Management
Connecticut
$26.5M
Goldman Sachs
46
Goldman Sachs
New York
$26.1M
EIP
47
Energy Income Partners
Connecticut
$25.4M
GCM
48
Ghisallo Capital Management
Massachusetts
$23.8M
Principal Financial Group
49
Principal Financial Group
Iowa
$23.6M
Wells Fargo
50
Wells Fargo
California
$22.7M